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Private Banking Advisor

2 - 3 yrs
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Not Disclosed by Recruiter Posted 5 days ago Job Applicants: Less than 10 Job Views: 112

Job Description

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    Acquisition - Assist Head RM in executing successful micro-events for acquisition of new clients. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers

    Position Specific Responsibilities and Accountabilities

    Relationship Building / Deepening / Cross Se ll - Ensure consistent growth of the Savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book i.e. AUM. Build a robust momentum with regard to the third party distribution (insurance, auto loans and mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Ensure Risk Profiling is done for each customer. Implement customer contact programs to ensure his share of wallet with the bank increases. Close monitoring of average revenue per customer.

    Retention - Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers.

    Risk Management & Governance - Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the Product team and Service Quality team. Optimum usage of db Financial Planning Tool. Any suspicious transaction to be immediately reported to the Area Manager. Promotion of Alternate Channels. Increase customer contactability by capturing email address and mobile number

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:General Insurance

Role:Insurance Advisor

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    People Management

    Not mandatory, but added advantage.

    Experience/ Exposure

    Candidate Skills: The candidate should have experience in servicing or sourcing clients of 20 lacs+ relationship. Applicants are preferred from Banking / Premium club membership / (Paid) High End Credit card sales background.Candidate should have excellent communication in English and well groomed.

    Education/ Qualifications

    Minimum qualification required is Graduation.


UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

DBOI Global Services Pvt. Ltd.

DBOI Global Services Pvt. Ltd.
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